Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$368,890,646
+$291,634,596 QoQ
Shares Held
5,152,104
+414.0% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#14
of 1,216 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Independent Franchise Partners LLP holds $368,890,646 across 1 Specialty Industrial Machinery name. OTIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
5,152,104 | $368,890,646 |
All Filings in OTIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,890,646 | 5,152,104 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $77,256,050 | 1,002,284 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $92,953,415 | 1,064,149 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $100,435,489 | 1,098,496 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||